BRK 13-f

[racemize]

here's the dataroma link:

 

http://www.dataroma.com/m/holdings.php?m=brk

[Yours Truly]

Looks like Ted is still loading up on DTV and DVA.. i'm assuming the majority of the buy/sells are Todd's doing

[FrankArabia]

what about Munger? what da heck is he doing these days?

[jay21]

what about Munger? what da heck is he doing these days?

Does anyone know which picks in BRK's history have been Munger's? 

[racemize]

don't they talk about everything anyway?  Seems like it's either buffett or buffett/munger every time.

[jay21]

I thought Buffet said they do not communicate what each is buying.

[twacowfca]

what about Munger? what da heck is he doing these days?

Does anyone know which picks in BRK's history have been Munger's?

 

BYD has been the only apparent Munger pick in recent years.  If you go back and read the WESCO shareholders letters, you'll find that Charlie generally bought the pick of the litter stocks that Warren bought. The inevitables.  Warren credits Charlie with getting him focused on buying better businesses rather than balance sheet bargains.

 

Warren has done very little stock picking recently other than increasing the holding in a favorite company.  IBM is only sort of an exception, because Warren and, before him, Benjamin studied it for a combined total of 98 years since Graham worked with their earlier tabulating machines and invented some of the sorting routines that eventually became part of the programs for computers.

[Guest rimm_never_sleeps]

PG, Kraft, JNJ, USB and COP are probably all Buffett reductions.

[benchmark]

PG, Kraft, JNJ, USB and COP are probably all Buffett reductions.

 

I'm surprised that he trimmed USB, which I thought is similar to WFC, which he added